Amy Barrett's career spans thirty years including owning a membership at the Chicago Board of Trade and asset management for Lotsoff Capital Management, a Chicago-based investment manager. In the past, she had held positions of Director of Investments, Chief Investment Officer, Principal and Financial Advisor. Amy is a contributor to the Wall Street Journal, Forbes, and other media outlets including television, the Internet, and radio.Amy holds a Master of Business Administration degree from the University of Chicago where she specialized in finance and policy, and a BS degree from Cornell University. She has been awarded the Chartered Financial Analyst (CFA) charter and the Certified Financial Planner (CFP®) certificate. In addition, Amy has earned the Certified Divorce Financial Analysts (CDFA™) certificate. She received training as a Mediator certified by DePaul University and trained in the Collaborative Law Process.Amy founded Barrett Wealth Connection LLC. in 2012 to provide financial planning, investment management, and personalized consulting to individuals, corporations, not-for-profit organizations, and foundations. In a world that is rapidly losing the personal touch, the company offers excellent one-on-one service resulting in close client relationships.This page is a publication of Barrett Wealth Connection. The firm is registered as an investment adviser with the State of Illinois and only conducts business in states where it is properly registered/notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Barrett Wealth Connection is not engaged in the practice of law.Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.